SEC 13F Intelligence

Managers / Q3 2023 · view latest →

Benefit Street Partners LLC

CIK 0001543160 · ONE MADISON AVENUE, SUITE 1600, NEW YORK, NY, 10010 · 401-751-1700

Reported Value
$20M
Q3 2023
Positions
8
Filings on Record
23
2019–present window
Filed
Nov 14, 2023
original filing

Summary

Benefit Street Partners LLC reported $20M in U.S.-listed holdings across 8 positions for Q3 2023.

The portfolio is heavily concentrated: FYBR alone accounts for 43.7% of reported value.

Compared with Q2 2023, the fund opened 0 new positions and exited 1.

Portfolio Metrics

Turnover
+2.4%
vs prior filed quarter
Largest Position
+43.7%
Frontier Communications Pare

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $680MQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.1BQ3 ’19: $403MQ3 ’19Q4 ’19: $211MQ1 ’20: $170MQ2 ’20: $395MQ2 ’20Q3 ’20: $204MQ4 ’20: $688MQ1 ’21: $704MQ1 ’21Q2 ’21: $262MQ3 ’21: $265MQ4 ’21: $302MQ4 ’21Q1 ’22: $540MQ2 ’22: $168MQ3 ’22: $85MQ3 ’22Q4 ’22: $52MQ1 ’23: $49MQ2 ’23: $31MQ2 ’23Q3 ’23: $20MQ4 ’25: $91MQ1 ’26: $86MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 78.9%US DOMESTIC: 17.9%REIT: 3.2%
  • Common Stock · 78.9% · $16M
  • US DOMESTIC · 17.9% · $4M
  • REIT · 3.2% · $632,102

Quarter-over-Quarter Changes full breakdown →

vs Q2 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DRAFTKINGS INC NEWSOLD OUT3.00M0$2M$0
BERRY CORPTRIMMED882.5K232.6K$6M$2M
CASA SYS INCTRIMMED857.0K243.0K$1M$205,959
CCOCLEAR CHANNEL OUTDOOR HLDGSHELD42.0K1.70M+$299,031$3M
FYBRFRONTIER COMMUNICATIONS PAREHELD+0553.7K$2M$9M
SKILLSOFT CORPHELD+0923.8K$326,669$818,888
DISH NETWORK CORPORATIONHELD+03.70M+$317,115$4M
IHRTIHEARTMEDIA INCHELD+0430.7K$206,758$1M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2023

8 positions
#IssuerClass% PortfolioValueShares
1FYBRFRONTIER COMMUNICATIONS PAREhistory →COM43.73%$9M553.7K
2DISH NETWORK CORPORATIONNOTE 2.375% 3/117.88%$4M3.70M
3CCOCLEAR CHANNEL OUTDOOR HLDGShistory →COM13.54%$3M1.70M
4BERRY CORPCOM9.62%$2M232.6K
5IHRTIHEARTMEDIA INChistory →COM CL A6.87%$1M430.7K
6SKILLSOFT CORPCL A4.13%$818,888923.8K
7ACRACRES COMMERCIAL REALTY CORPhistory →COM NEW3.19%$632,10276.2K
8CASA SYS INCCOM1.04%$205,959243.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$86M19Apr 20, 202613F-HRchanges · EDGAR ↗
Q4 2025$91M17Jan 22, 202613F-HRchanges · EDGAR ↗
Q3 2023$20M8Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$31M9Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$49M13May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$52M11Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$85M15Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$168M17Jul 27, 202213F-HRchanges · EDGAR ↗
Q1 2022$540M28May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$302M45Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$265M43Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$262M40Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$704M43May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$688M39Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$204M35Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$395M27Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$170M21May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$211M19Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$403M34Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.1B42Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.2B40May 28, 2019RESTATEMENTchanges · EDGAR ↗
Q4 2018$680M46Jan 31, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • FRANKLIN RESOURCES INC028-00734

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.